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Evernest Financial Advisors’s General Mills GIS Stock Holding History

Evernest Financial Advisors’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,725
Closed -$201K – 169
2024
Q3 		$201K Sell
2,725
-898
-25% -$62.2K 0.05% 153
2024
Q2 		$229K Buy
+3,623
New +$249K 0.1% 121
2024
Q1 		– Sell
-9,376
Closed -$611K – 128
2023
Q4 		$611K Buy
+9,376
New +$605K 0.31% 76

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evernest Financial Advisors's GIS Position: Q4 2024 in Review

Evernest Financial Advisors sold out of General Mills (GIS) in Q4 2024, closing a stake of 2,725 shares — an estimated $201K sold.

Evernest Financial Advisors first reported a position in GIS in Q4 2023 and held it in 3 quarters. The position peaked at $611K in Q4 2023. 1,621 funds tracked by Wall St. Rank hold GIS as of Q4 2024.

  • Evernest Financial Advisors reported no remaining General Mills position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 2,725 General Mills shares in Q4 2024, an estimated $201K.
  • Evernest Financial Advisors first reported a position in General Mills in Q4 2023 and held it in 3 quarters.
  • Evernest Financial Advisors's General Mills position peaked at $611K in Q4 2023.
  • 1,621 funds tracked by Wall St. Rank held General Mills as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.